Anthony Sheffield
Anthony Sheffield is a registered investment advisor at LPL Financial LLC, based in Franklin, TN, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
725 Cool Springs Blvd Ste 600, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Anthony sells non-variable insurance through Penn Mutual Music City since 2018. He is also a notary since 2018.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLCBroker
Summit Capital Solutions LLC
Virtue Capital Management, LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.